Software Survivors Webinar MPC Markets

Описание: In this MPC Markets "Software Survivors" webinar, Mark Gardner and Kai Chen present their proprietary Five-Pillar Moat Framework for evaluating which enterprise software companies will survive agentic AI disruption. The framework scores companies across proprietary data, workflow embedding, compliance barriers, domain logic, and frontier research posture. They identify three high-moat sectors — Healthcare IT (Pro Medicus, Veeva), ERP (WiseTech Global, TechnologyOne), and Cybersecurity (CrowdStrike, Palo Alto Networks) — and introduce an interactive Agentic AI Threat Map currently covering approximately 70 stocks ranked across six threat levels.
Key Takeaways

MPC's Five-Pillar Moat Framework assesses software companies on proprietary data, workflow embedding, compliance barriers, domain logic, and frontier research posture to determine AI disruption resistance.
Healthcare IT scores highest for moat durability, with Pro Medicus's FDA/HIPAA-validated Visage 7 platform and Veeva's 80%+ life sciences market share creating near-permanent compliance lock-in.
WiseTech Global and TechnologyOne command ERP moats through mission-critical domain logic embedded in regulated workflows, delivering 99%+ customer retention rates.
Agentic AI expands the cybersecurity threat surface, which paradoxically strengthens incumbents like CrowdStrike and Palo Alto whose massive telemetry datasets compound their detection advantage.
Front-end application layers and horizontal SaaS with shallow workflow lock-in face genuine existential risk, as generic LLMs can replicate 70–80% of insights from information-aggregation platforms.
Per-seat pricing models face direct substitution pressure as autonomous AI agents replace individual users, forcing software companies to rethink their revenue models.
MPC's interactive Agentic AI Threat Map categorises companies across six risk levels — from net AI beneficiaries to those facing existential disruption — and is maintained as a living document.